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R
robh3
April 11, 2024
Question

custom role - running customer statements

  • April 11, 2024
  • 1 reply
  • 0 views

Hello

 

I created a new role for a team member to run invoices (QB Advanced). User has Full Access to Invoices (no other Sales items), and that's it. She is unable to run customer statements. Is there a workaround for this?

 

Many thanks

 

Rob

1 reply

T
Trish_T
April 11, 2024

Hello robh3,

 

It's a pleasure to see you in Community. Welcome!  QuickBooks Online Advanced, provides the ability to create and manage custom user roles and permissions, as you prefer.  I would be happy to provide more information, so you can grant the required access to your team!

 

Once you've set up users with the access necessary for their role, you can choose what they can see and do in other areas of QuickBooks. To learn more about user roles and permissions in QuickBooks Online Advanced, click here. 

 

Should you require additional assistance, please don't hesitate to contact us outside of Community. We would enjoy the opportunity to work with you personally, and ensure you're able to complete your QuickBooks goals without delay!

 

Feel free to reach back out with other questions. We would be glad to assist!

R
robh3Author
April 11, 2024

Thanks, but that doesn't address my question. What do I have to select to enable my colleague to run statements?

T
Trish_T
April 11, 2024

Hi robh3,

 

Thanks for getting back to me here.  In the guide provided, your colleague should be able to create statements with Full access to Sales.  If you're still not able provide the necessary access, please contact our Customer Care team at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.  This will provide them with the opportunity to review this in more depth, and escalate it for further investigation if needed.

 

Feel free to touch base with us again, if you have other questions.  We're here to help!

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